8/27/2025 | Orion Porfolio Solutions LLC | 52,105 | $1.00M | 0.0% | -24.8% | 0.914% | |
8/20/2025 | Coppell Advisory Solutions LLC | 92,585 | $1.76M | 0.2% | +81.5% | 1.624% | |
8/15/2025 | Orion Porfolio Solutions LLC | 52,105 | $1.00M | 0.0% | -24.8% | 0.914% | |
8/15/2025 | Benjamin Edwards Inc. | 33,888 | $651K | 0.0% | +2.9% | 0.595% | |
8/15/2025 | Bank of America Corp DE | 5,764 | $111K | 0.0% | -26.8% | 0.101% | |
8/14/2025 | Jane Street Group LLC | 12,780 | $246K | 0.0% | -74.8% | 0.224% | |
8/14/2025 | Raymond James Financial Inc. | 143,368 | $2.76M | 0.0% | -38.3% | 2.515% | |
8/14/2025 | Darwin Wealth Management LLC | 3,204 | $62K | 0.0% | N/A | 0.056% | |
8/13/2025 | Gateway Wealth Partners LLC | 46,491 | $894K | 0.2% | +44.9% | 0.816% | |
8/13/2025 | Twin Peaks Wealth Advisors LLC | 23,491 | $465K | 0.2% | +10.1% | 0.412% | |
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8/12/2025 | Entruity Wealth LLC | 236,259 | $4.54M | 3.9% | +1.6% | 4.145% | |
8/8/2025 | Cetera Investment Advisers | 110,731 | $2.13M | 0.0% | +68.5% | 1.943% | |
8/6/2025 | AE Wealth Management LLC | 5,103 | $98K | 0.0% | +14.5% | 0.090% | |
8/5/2025 | Sigma Planning Corp | 36,108 | $694K | 0.0% | +2.5% | 0.633% | |
8/1/2025 | Envestnet Asset Management Inc. | 269,430 | $5.18M | 0.0% | +13.2% | 4.727% | |
7/31/2025 | Hobart Private Capital LLC | 237,560 | $4.57M | 1.0% | +16.1% | 4.205% | |
7/30/2025 | BlueChip Wealth Advisors LLC | 99,740 | $1.92M | 0.8% | -3.2% | 1.765% | |
7/30/2025 | D.A. Davidson & CO. | 235,505 | $4.53M | 0.0% | N/A | 4.168% | |
7/28/2025 | Harbour Investments Inc. | 7,207 | $139K | 0.0% | +7.9% | 0.128% | |
7/25/2025 | Envestnet Portfolio Solutions Inc. | 70,418 | $1.35M | 0.0% | -5.2% | 1.246% | |
7/25/2025 | Concurrent Investment Advisors LLC | 39,440 | $758K | 0.0% | +19.2% | 0.698% | |
7/21/2025 | Ameritas Advisory Services LLC | 1,578 | $30K | 0.0% | N/A | 0.028% | |
7/17/2025 | Lee Johnson Capital Management LLC | 18,211 | $350K | 0.1% | N/A | 0.322% | |
7/17/2025 | Janney Montgomery Scott LLC | 100,780 | $1.94M | 0.0% | +4.1% | 1.784% | |
7/17/2025 | Wagner Wealth Management LLC | 694,744 | $13.35M | 3.0% | +4.9% | 12.296% | |
7/14/2025 | Iams Wealth Management LLC | 10,882 | $209K | 0.1% | -13.4% | 0.193% | |
7/11/2025 | Silver Oak Securities Incorporated | 19,540 | $376K | 0.0% | -17.0% | 0.349% | |
7/10/2025 | Signal Advisors Wealth LLC | 26,695 | $513K | 0.0% | +20.6% | 0.477% | |
5/19/2025 | Jane Street Group LLC | 50,761 | $876K | 0.0% | N/A | 0.995% | |
5/16/2025 | Coppell Advisory Solutions LLC | 51,023 | $922K | 0.1% | +73.5% | 1.000% | |
5/14/2025 | Capital Analysts LLC | 3,216 | $55K | 0.0% | +277.0% | 0.063% | |
5/13/2025 | Raymond James Financial Inc. | 232,512 | $4.01M | 0.0% | -15.2% | 4.559% | |
5/12/2025 | Benjamin Edwards Inc. | 32,946 | $568K | 0.0% | -2.4% | 0.646% | |
5/9/2025 | Atria Wealth Solutions Inc. | 56,534 | $975K | 0.0% | +5.6% | 1.109% | |
5/8/2025 | Entruity Wealth LLC | 232,596 | $4.01M | 3.8% | +5.9% | 4.561% | |
5/7/2025 | LPL Financial LLC | 807,262 | $13.93M | 0.0% | +6.6% | 15.829% | |
5/6/2025 | Cetera Investment Advisers | 65,708 | $1.13M | 0.0% | +7.8% | 1.288% | |
5/6/2025 | BlueChip Wealth Advisors LLC | 103,027 | $1.78M | 0.8% | +19.2% | 2.020% | |
5/2/2025 | Sigma Planning Corp | 35,211 | $607K | 0.0% | +21.5% | 0.690% | |
5/1/2025 | Gateway Wealth Partners LLC | 32,081 | $553K | 0.1% | +31.4% | 0.629% | |
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4/29/2025 | Envestnet Asset Management Inc. | 238,045 | $4.11M | 0.0% | +2.5% | 4.668% | |
4/29/2025 | Concurrent Investment Advisors LLC | 33,079 | $571K | 0.0% | +16.8% | 0.649% | |
4/29/2025 | Silver Oak Securities Incorporated | 23,554 | $408K | 0.0% | +7.4% | 0.462% | |
4/21/2025 | Compass Capital Corp MA ADV | 11,760 | $205K | 0.1% | -42.7% | 0.231% | |
4/21/2025 | Envestnet Portfolio Solutions Inc. | 74,283 | $1.28M | 0.0% | -3.3% | 1.457% | |
4/18/2025 | Wagner Wealth Management LLC | 662,145 | $11.42M | 2.8% | +5.5% | 12.983% | |
4/17/2025 | Janney Montgomery Scott LLC | 96,793 | $1.67M | 0.0% | +10.2% | 1.898% | |
4/16/2025 | Twin Peaks Wealth Advisors LLC | 21,334 | $366K | 0.2% | -7.2% | 0.418% | |
4/11/2025 | Signal Advisors Wealth LLC | 22,133 | $382K | 0.0% | N/A | 0.434% | |
4/10/2025 | Iams Wealth Management LLC | 12,561 | $217K | 0.1% | -7.5% | 0.246% | |
4/9/2025 | NBC Securities Inc. | 35,767 | $616K | 0.1% | +77,654.3% | 0.701% | |
4/1/2025 | Hobart Private Capital LLC | 204,624 | $3.53M | 0.9% | +10.7% | 4.176% | |
2/27/2025 | REAP Financial Group LLC | 9,125 | $149K | 0.0% | -32.5% | 0.186% | |
2/25/2025 | Armis Advisers LLC | 22,805 | $371K | 0.0% | N/A | 0.465% | |
2/17/2025 | Bank of America Corp DE | 7,330 | $119K | 0.0% | N/A | 0.150% | |
2/17/2025 | Benjamin Edwards Inc. | 33,762 | $550K | 0.0% | +6.6% | 0.689% | |
2/14/2025 | Coppell Advisory Solutions LLC | 29,410 | $479K | 0.1% | +60.3% | 0.600% | |
2/13/2025 | Entruity Wealth LLC | 219,700 | $3.58M | 3.5% | N/A | 4.484% | |
2/13/2025 | Raymond James Financial Inc. | 274,055 | $4.46M | 0.0% | N/A | 5.593% | |
2/13/2025 | Envestnet Asset Management Inc. | 232,187 | $3.78M | 0.0% | +2.6% | 4.739% | |
2/12/2025 | BlueChip Wealth Advisors LLC | 86,434 | $1.41M | 0.8% | +25.1% | 1.764% | |
2/12/2025 | Tucker Asset Management LLC | 8,355 | $136K | 0.0% | -17.5% | 0.171% | |
2/12/2025 | Orion Portfolio Solutions LLC | 71,408 | $1.16M | 0.0% | +3.7% | 1.457% | |
2/11/2025 | LPL Financial LLC | 757,180 | $12.33M | 0.0% | +5.9% | 15.453% | |
2/10/2025 | Harbour Investments Inc. | 6,331 | $103K | 0.0% | -9.3% | 0.129% | |
2/10/2025 | Envestnet Portfolio Solutions Inc. | 76,856 | $1.25M | 0.0% | -6.0% | 1.568% | |
2/10/2025 | Commonwealth Equity Services LLC | 142,301 | $2.32M | 0.0% | +1.1% | 2.904% | |
2/6/2025 | Raymond James Financial Inc. | 274,055 | $4.46M | 0.0% | N/A | 5.651% | |
2/6/2025 | Atria Investments Inc | 15,259 | $248K | 0.0% | +6.8% | 0.315% | |
2/4/2025 | Twin Peaks Wealth Advisors LLC | 22,997 | $374K | 0.2% | +23.3% | 0.474% | |
2/3/2025 | Compass Capital Corp MA ADV | 20,529 | $334K | 0.1% | N/A | 0.423% | |
2/3/2025 | Concurrent Investment Advisors LLC | 28,310 | $461K | 0.0% | -5.8% | 0.584% | |
1/31/2025 | Atria Wealth Solutions Inc. | 53,545 | $872K | 0.0% | +17.7% | 1.104% | |
1/29/2025 | Wagner Wealth Management LLC | 627,638 | $10.22M | 2.6% | +7.8% | 12.941% | |
1/28/2025 | Hobart Private Capital LLC | 184,764 | $3.01M | 0.7% | +17.1% | 3.810% | |
1/27/2025 | Silver Oak Securities Incorporated | 21,937 | $356K | 0.0% | N/A | 0.452% | |
1/23/2025 | Gateway Wealth Partners LLC | 24,413 | $397K | 0.1% | +26.1% | 0.503% | |
1/17/2025 | Janney Montgomery Scott LLC | 87,828 | $1.43M | 0.0% | -1.7% | 1.811% | |
11/15/2024 | Orion Portfolio Solutions LLC | 68,892 | $1.21M | 0.0% | -8.6% | 1.450% | |
11/15/2024 | Jane Street Group LLC | 13,046 | $229K | 0.0% | -34.1% | 0.275% | |
11/15/2024 | Stifel Financial Corp | 35,479 | $623K | 0.0% | -16.0% | 0.747% | |
11/15/2024 | Hilltop Holdings Inc. | 10,186 | $179K | 0.0% | N/A | 0.214% | |
11/15/2024 | Benjamin Edwards Inc. | 31,657 | $556K | 0.0% | +680.1% | 0.666% | |
11/8/2024 | Darwin Wealth Management LLC | 3,281 | $58K | 0.0% | N/A | 0.069% | |
10/31/2024 | Concurrent Investment Advisors LLC | 30,056 | $528K | 0.0% | -12.2% | 0.633% | |
10/29/2024 | Janney Montgomery Scott LLC | 89,360 | $1.57M | 0.0% | -0.9% | 1.881% | |
10/25/2024 | Twin Peaks Wealth Advisors LLC | 18,652 | $328K | 0.2% | +20.3% | 0.397% | |
10/25/2024 | Gateway Wealth Partners LLC | 19,363 | $340K | 0.1% | +25.8% | 0.412% | |
10/15/2024 | NBC Securities Inc. | 64,782 | $1.14M | 0.1% | -24.0% | 1.378% | |
10/11/2024 | Iams Wealth Management LLC | 13,602 | $239K | 0.1% | +20.0% | 0.289% | |
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10/11/2024 | Wagner Wealth Management LLC | 582,027 | $10.22M | 2.8% | +6.7% | 12.384% | |
8/22/2024 | Cetera Investment Advisers | 67,788 | $1.07M | 0.0% | +3.5% | 1.442% | |
8/16/2024 | Gateway Wealth Partners LLC | 15,393 | $242K | 0.1% | +21.3% | 0.328% | |
8/13/2024 | Benjamin F. Edwards & Company Inc. | 27,869 | $438K | 0.0% | +2.5% | 0.593% | |
8/8/2024 | Envestnet Asset Management Inc. | 251,448 | $3.95M | 0.0% | +6.6% | 5.350% | |
8/2/2024 | FSB Premier Wealth Management Inc. | 15,022 | $236K | 0.1% | -7.2% | 0.320% | |
7/31/2024 | Commonwealth Equity Services LLC | 139,546 | $2.19M | 0.0% | +1.5% | 2.969% | |
7/30/2024 | Hobart Private Capital LLC | 139,590 | $2.19M | 0.6% | +41.9% | 2.970% | |
7/30/2024 | International Assets Investment Management LLC | 1,823 | $29K | 0.0% | N/A | 0.039% | |
7/19/2024 | Raymond James & Associates | 211,490 | $3.33M | 0.0% | +1.3% | 4.500% | |